Advisory excellence to support your convictions.
Investment Advisory
Our advisory service offers expert guidance while allowing you to retain control over your investment decisions. We provide strategic recommendations, market analyses, and portfolio evaluations to help you make informed decisions that align perfectly with your objectives.
Is This Solution Right for You?
Ideal For
- •Experienced investors seeking expert validation
- •Those who enjoy active involvement in decisions
- •Investors wanting independent, conflict-free advice
- •Portfolio values from CHF 1M+
Investment Range
CHF 1M+
Typical minimum to maximize benefits
Time Horizon
Ongoing
Recommended investment period
Expected Outcome
Professional guidance with full transparency while maintaining decision control
Are you looking for institutional insight for your decisions?
Access cutting-edge expertise and an open architecture to manage your assets with a clear vision and risk control.
- Strategic portfolio recommendations
- Market intelligence & research access
- Independent performance analysis
- Risk assessment & scenario planning
"We select and recommend investments based solely on your best interests."
Thiago Frazao
Equity Partner
Why Choose Our Approach
What sets our solution apart in the market
Zero Conflicts
No product commissions or hidden fees. Pure advice aligned with your interests.
Institutional Research
Access to the same analysis and intelligence used by billion-dollar portfolios.
Your Control
Final decision authority remains with you. We advise, you decide.
What's Included
Every wealth management mandate includes these comprehensive services
Portfolio Management
Active management of your investment portfolio with regular rebalancing
Wealth Planning
Comprehensive financial planning tailored to your life goals
Tax Optimization
Strategic tax planning to maximize your wealth preservation
Estate & Succession Planning
Secure wealth transfer to future generations
Retirement Planning
Pillar optimization and pension strategy
Dedicated Relationship Manager
Personal advisor available for consultations
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
Compare Solutions
Understanding the differences helps you choose the right approach
Quick Suitability Check
Good Fit If You:
- You have investment experience and market knowledge
- You enjoy being involved in portfolio decisions
- You want independent advice without product conflicts
- You value transparency and control
May Not Be Ideal If:
- You prefer completely hands-off management
- You don't have time for regular reviews
- Portfolio is under CHF 500K
- You prefer delegating all decisions
Not sure? Let's discuss your specific situation.
